GeekWire

Microsoft's big bet on the AI economy


Listen Later

Microsoft staked its financial claim in the AI gold rush this week, announcing the pricing for its upcoming Microsoft 365 Copilot technology: a whopping $30/user per month on top of its existing enterprise subscription license fees.

Wall Street loved it. One analyst called it "eye popping." Investors sent the company's shares to a new record on the day the pricing was announced.

The upcoming product, fueled by Microsoft and OpenAI technologies, is designed to integrate with Microsoft productivity apps and work with internal business data, going beyond the capabilities of web-based generative AI technologies.

But will companies see that much value in what Microsoft has to offer? Microsoft 365 Copilot is still in private preview, for now, but the pricing suggests that the company likes what it's seeing and hearing from early users.

It's part of a big week that also saw the company clear a major hurdle in its $69 billion Activision-Blizzard acquisition, winning a key court ruling and giving itself an extra three months of breathing room to complete the blockbuster gaming deal. 

But behind the scenes, Microsoft is grappling with shaky morale amid ongoing cutbacks, and growing questions about the gap between employee and executive compensation. Meanwhile, a high-profile U.S. government breach by a Chinese hacking group is raising new questions about the security of Microsoft products, and threatening to undermine a growing source of revenue for the company.

It's shaping up as one of the biggest years in Microsoft history, and this was perhaps the biggest week of the year so far for the company. Next up: Microsoft will make its quarterly earnings report on Tuesday. 

Stories discussed on this week's show: 

  • Microsoft sees ‘massive’ economic opportunity in AI; stock nears record on business pricing news
  • Microsoft, Amazon, other tech companies make commitment with White House for responsible AI
  • Microsoft’s stock has risen almost 1,000% since Satya Nadella became CEO in 2014, netting him a reported $1 billion in compensation (Fortune)
  • Google Tests A.I. Tool That Is Able to Write News Articles (New York Times)

See omnystudio.com/listener for privacy information.

...more
View all episodesView all episodes
Download on the App Store

GeekWireBy GeekWire

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

117 ratings


More shows like GeekWire

View all
This Week in Startups by Jason Calacanis

This Week in Startups

1,296 Listeners

WSJ What’s News by The Wall Street Journal

WSJ What’s News

4,398 Listeners

Odd Lots by Bloomberg

Odd Lots

1,997 Listeners

WSJ Tech News Briefing by The Wall Street Journal

WSJ Tech News Briefing

1,651 Listeners

The Vergecast by The Verge

The Vergecast

3,719 Listeners

The a16z Show by Andreessen Horowitz

The a16z Show

1,091 Listeners

Decoder with Nilay Patel by The Verge

Decoder with Nilay Patel

3,151 Listeners

Masters of Scale by WaitWhat

Masters of Scale

3,986 Listeners

Y Combinator Startup Podcast by Y Combinator

Y Combinator Startup Podcast

228 Listeners

Tech Brew Ride Home by Morning Brew

Tech Brew Ride Home

968 Listeners

Big Technology Podcast by Alex Kantrowitz

Big Technology Podcast

513 Listeners

Hard Fork by The New York Times

Hard Fork

5,543 Listeners

This Day in AI Podcast by Michael Sharkey, Chris Sharkey

This Day in AI Podcast

228 Listeners

The AI Daily Brief: Artificial Intelligence News and Analysis by Nathaniel Whittemore

The AI Daily Brief: Artificial Intelligence News and Analysis

654 Listeners

How I AI by Claire Vo

How I AI

153 Listeners